The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AeroVironment Inc. COM 008073108 16,717 834,182 SH   SOLE   834,182 0 0
Arcos Dorados Holdings Inc. COM G0457F107 27,758 10,205,042 SH   SOLE   10,205,042 0 0
Cameco Corp COM 13321L108 17,043 1,404,400 SH   SOLE   1,404,400 0 0
Carnival Corp. COM 143658300 86,796 1,746,389 SH   SOLE   1,746,389 0 0
FTI Consulting Inc. COM 302941109 97,157 2,340,567 SH   SOLE   2,340,567 0 0
Google Inc. Class A COM 38259P508 20,776 32,546 SH   SOLE   32,546 0 0
Google Inc. Class C COM 38259P706 18,324 30,118 SH   SOLE   30,118 0 0
Grifols SA (ADR) COM 398438408 28,636 941,960 SH   SOLE   877,240 0 64,720
Grupo Televisa SA COM 40049J206 46,616 1,791,561 SH   SOLE   1,723,260 0 68,301
Haemonetics Corporation COM 405024100 65,787 2,035,491 SH   SOLE   2,035,491 0 0
ICICI Bank Ltd (ADR) COM 45104G104 57,649 6,879,370 SH   SOLE   6,624,490 0 254,880
II-VI Inc. COM 902104108 27,692 1,722,121 SH   SOLE   1,722,121 0 0
Inovalon Holdings Inc COM 45781D101 24,392 1,171,000 SH   SOLE   1,171,000 0 0
Nielsen Holdings PLC COM G6518L108 44,673 1,004,565 SH   SOLE   1,004,565 0 0
Now Inc. COM 67011P100 12,121 819,000 SH   SOLE   819,000 0 0
Oracle Corp COM 68389X105 92,723 2,567,069 SH   SOLE   2,567,069 0 0
Grupo Financiero Santander Mexico COM 40053C105 55,912 7,617,379 SH   SOLE   7,470,999 0 146,380
Synopsys Inc. COM 871607107 18,992 411,250 SH   SOLE   411,250 0 0